Charles B. Kitsman
Professional summary
Charles Byrd Kitsman, who also goes by Chuck Kitsman, is a registered financial advisor currently at KITSMAN INVESTMENT MANAGEMENT located in Amarillo, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Amarillo, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Charles has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Byrd Kitsman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2017 - Present
KITSMAN INVESTMENT MANAGEMENT
Office #1: 600 S Tyler St # 1702, Amarillo, TX 79101February 26, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 600 S. Tyler Suite 1702, Amarillo, TX 79101October 1, 2010 - April 4, 2018
FORTITUDE ADVISORY GROUP L.L.C.
October 1, 2010 - February 28, 2014
ARGENTUS SECURITIES, LLC
January 1, 2008 - October 4, 2010
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - October 4, 2010
WELLS FARGO CLEARING SERVICES, LLC
October 9, 2002 - January 1, 2008
A. G. EDWARDS & SONS, INC.
August 22, 1981 - January 3, 2008
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/26/2014)
(3/14/2014)
(2/26/2014)
(12/17/2015)
(2/26/2014)
(8/11/2016)
(2/26/2014)
(2/26/2014)
(2/26/2014)
(5/22/2024)
(2/26/2014)
(2/26/2014)
(5/1/2017)
(10/21/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
KITSMAN INVESTMENT MANAGEMENT
CRD#: 288035 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 11,118,451 |
Red Flags
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